If you have a penalty from an early withdrawal of your 401k, you will need to use TurboTax Deluxe to file that form (5329) as it is not included with the Free Edition of TurboTax. If you do not have a penalty, you can avoid filing that form and most likely still use the Free Edition. Here is an article with the possible ways to avoid the penalty - What are the exceptions to the penalty for an early withdrawal from my 401(k)?
If you can't avoid the penalty and do not want to upgrade, you may be able to use the IRS Free File Program delivered by TurboTax.
Start with the IRS Free File Program delivered by TurboTax this year if you can answer yes to any of these questions:
- Is your adjusted gross income (AGI) $36,000 or less?
- Were you active duty military in 2019 with an AGI of $69,000 or less?
- Do you qualify for the Earned Income Tax Credit?
To get started, use this link - IRS Free File Program delivered by TurboTax
**Say "Thanks" by clicking the thumb icon in a post
**Mark the post that answers your question by clicking on "Mark as Best Answer"
